GRP

Global Retirement Partners Portfolio holdings

AUM $4.47B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.49B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,821
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$6.9M
3
+$6.69M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$6.61M
5
WTV icon
WisdomTree US Value Fund
WTV
+$5.52M

Top Sells

1
+$9.82M
2
+$8.15M
3
+$5.25M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.11M

Sector Composition

1 Technology 11.27%
2 Financials 8.85%
3 Consumer Discretionary 3.8%
4 Healthcare 3.37%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$93.8K ﹤0.01%
1,710
-121
1302
$93.7K ﹤0.01%
1,602
+149
1303
$93.7K ﹤0.01%
301
+15
1304
$93.6K ﹤0.01%
20,529
+1,024
1305
$93.6K ﹤0.01%
1,697
+33
1306
$93.5K ﹤0.01%
3,398
+2,492
1307
$93.2K ﹤0.01%
1,918
+677
1308
$93.1K ﹤0.01%
637
+13
1309
$93.1K ﹤0.01%
1,728
-46
1310
$93.1K ﹤0.01%
1,476
-754
1311
$92.9K ﹤0.01%
444
-228
1312
$92.7K ﹤0.01%
2,266
-91
1313
$92.6K ﹤0.01%
+4,751
1314
$92.4K ﹤0.01%
531
+75
1315
$92.4K ﹤0.01%
+2,670
1316
$92.3K ﹤0.01%
401
+23
1317
$92K ﹤0.01%
2,202
-189
1318
$91.9K ﹤0.01%
897
-42
1319
$91.9K ﹤0.01%
+41,600
1320
$91.6K ﹤0.01%
902
-698
1321
$91.4K ﹤0.01%
2,215
+144
1322
$91K ﹤0.01%
637
+270
1323
$90.9K ﹤0.01%
1,232
-204
1324
$90.8K ﹤0.01%
2,008
-164
1325
$90.7K ﹤0.01%
906
+1
51 52
53
54 55